Practice Pro

Practice Pro - Client Intake Training Video

Practice Pro - Create Custom Record Templates for Client Intake Training Video

Practice Pro - Conflict Check Training Video

Practice Pro - Add a Contact or Client Training Video

Practice Pro - Tasks Training Video

Practice Pro - How to create a matter Training Video

Practice Pro - Entering in Time Training Video

Practice Pro - Entering Hard and Soft Costs Training Video

Practice Pro - Calendar Training Video

Practice Pro - Reports for Practice Pro-Finance Core Training Video

Finance Pro - Reports in Finance Pro Training Video

Practice Pro - Business Intelligence Training Video

Practice Pro - Home Screen Overview Training Video

Practice Pro - Finance Core Integration Training Video

Practice Pro - Generating Pre-Bills Training Video

Practice Pro - Generate and Send Invoices Training Video

Practice Pro - Edit Prebills Training Video

Practice Pro - Payments Training Video

Practice Pro - Deposits Training Video

Practice Pro - Billing Statements Training Video

Finance Pro - Sales Taxes Training Video

Practice Pro - Trust Accounting Training Video

Practice Pro - Client Refunds Training Video

Finance Pro - Accounts Payable

Finance Pro - General Ledger (Accounts) Training Video

Finance Pro -  Accounts (General Ledger) Training Video

Finance Pro - Bank Reconciliation Training Video

Practice Pro - Training Video - Setting up & using LEDES Billing

Practice Pro - Setting Up and Managing Split Billing Training Video

SurePoint Finance Enterprise 'Plus' - 'Conflict Search' Webinar

Practice Pro - Automated Time Manager Training Video

Practice Pro Mobile App Training Video

Practice Pro - Payment Allocations  Training Video

Practice Pro - Payment Allocations Training Video

Keith Bell

Practice Pro and Finance Pro Training Videos

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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